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Microsoft CRM Licensing

Licensing Programs. For Organizations With Fewer Than 250 ComputersOLP. Open License Program offerings are available through a broad reseller channel base such as retail stores, solution providers, and online vendors. There are three Open License program offerings to choose from. Most of Microsoft

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Microsoft CRM Licensing

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    1. Microsoft CRM Licensing Latin America February 2005

    2. Licensing Programs For Organizations With Fewer Than 250 Computers OLP. Open License Program offerings are available through a broad reseller channel base such as retail stores, solution providers, and online vendors. There are three Open License program offerings to choose from. Most of Microsoft CRM’s volume is expected to go through the Open channel. For Organizations With More Than 250 Computers These programs are offered through Microsoft Large Account Resellers (LAR) and Microsoft Enterprise Software Advisors (ESA) Select Licensing Program Enterprise Agreement

    3. Other Licenses type MLP/FPP: Microsoft License Pack. In Volume Licensing, customers license Servers and Users separately. This is the same experience in FPP – MLPs are how FPP customers license additional users. CRM MLPs are available in 1, 5, and 20 User packs. Microsoft CRM Modules (Sales, Customer Service, and Suite) in FPP do not include any User licenses unlike certain other Microsoft Server products. To use CRM through FPP, customers will need to acquire an appropriate number of MLPs. PUP: Product Upgrade Pack. This is offered for FPP customers, available in 1, 5, and 20 packs, and should be used to upgrade customers from the Standard version of their product to Professional. All users of the same Module must be upgraded at the same time. The “Step Up” accomplishes the same objective in Volume Licensing programs. Lic/SA Pack: Software License and Software Assurance. When purchased through Volume Licensing, Microsoft CRM comes included with Software Assurance.

    5. CRM Spanish Lic/SA Pack OLP NL CustSrv Module Qualified CRM Spanish Lic/SA Pack OLP NL CustSrvPro User Qualified CRM Spanish Lic/SA Pack OLP NL CustSrvStndUser Qualified CRM Spanish Lic/SA Pack OLP NL Sales Module Qualified CRM Spanish Lic/SA Pack OLP NL SalesPro User Qualified CRM Spanish Lic/SA Pack OLP NL SalesStnd User Qualified CRM Spanish Lic/SA Pack OLP NL Suite Module Qualified CRM Spanish Lic/SA Pack OLP NL SuitePro User Qualified CRM Spanish Lic/SA Pack OLP NL SuiteStnd User Qualified Open NL SKUs

    7. MS CRM License Registration Process

    8. How to Register MS CRM licenses Once Customer has purchased MS CRM licenses they MUST register the licenses to get the keys Customers can register themselves at: http://www.microsoft.com/BusinessSolutions/MBSRegistration Customer must specify name of CSA in order for CSA to receive their fee CSA must have passed all required certification Partners can register on behalf of their Customers at: http://www.microsoft.com/BusinessSolutions/MBSRegistration Remember to specify your CSA details, otherwise, no fees will be provided

    10. You and your customer must know which program MS CRM was purchased under Customer has to provide company and profile details followed by purchase details FPP: Customer enters PID key, customer data and name of CSA Open License: Customer enters Authorization and License number, customer data and name of CSA Open Value, Select, EA: Customer enters agreement number, customer data and name of CSA

    11. Ensure the Correct Program is selected & Enter relevant details

    12. Setup Company Profile

    13. Setup Company Profile – con’t

    14. Obtain Registration Keys

    15. Registration Complete!

    16. Q. What if the customer has already registered the CRM licenses but forgot to indicate the CSA name? Can I still claim my fees if I’m the CSA for this customer? Ans: Yes, you can, provided it’s still within 90 days of the license registration date

    17. How to Claim your Fees when the CRM licenses have already been registered Go to: https://mbs.microsoft.com/partnersource/communities/csa/ and click on “Claim My Fees” hyper link

    18. Choose Existing MBA Certified Partner option

    19. Select Customer type

    20. Register CRM licenses as per normal as indicated on slides 4 to 7 Please Note: Fee will be processed provided the claim is within 90 days of license registration date If claim is beyond this timeline, fee will be denied

    21. CRM CSA Fees Please note that Fees can only be paid to a Certified CSA Frequency of Fee payment Once a month, calculated on 11th of each month Takes around 2-3 weeks for payment to reach CSA Payment mode depends on what was specified at time of signing up as a CSA Wire Transfer or Check Do not use ACH option – US only

    22. Complete details on CSA

    23. Where to find help CSA sign up & certification https://members.microsoft.com/partner/solutions/business/crm/csa.aspx CRM CSA Kit mbslques@microsoft.com Fee Payment appay@microsoft.com CRM License registration process & keys mbslques@microsoft.com Issues with PartnerSource website voice@microsoft.com

    24. Q&A

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